OneDigital Investment Advisors’s Expedia Group EXPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Buy |
2,382
+124
| +5% | +$20.9K | ﹤0.01% | 1000 |
|
|
2025
Q1 | $380K | Sell |
2,258
-153
| -6% | -$25.7K | ﹤0.01% | 973 |
|
|
2024
Q4 | $449K | Sell |
2,411
-74
| -3% | -$13.8K | 0.01% | 931 |
|
|
2024
Q3 | $368K | Buy |
2,485
+356
| +17% | +$52.7K | ﹤0.01% | 1057 |
|
|
2024
Q2 | $268K | Buy |
+2,129
| New | +$268K | ﹤0.01% | 1156 |
|
|
2024
Q1 | – | Sell |
-3,307
| Closed | -$502K | – | 1113 |
|
|
2023
Q4 | $502K | Buy |
+3,307
| New | +$502K | 0.01% | 712 |
|
|
2021
Q4 | – | Sell |
-1,320
| Closed | -$216K | – | 782 |
|
|
2021
Q3 | $216K | Sell |
1,320
-431
| -25% | -$70.5K | 0.01% | 657 |
|
|
2021
Q2 | $287K | Buy |
+1,751
| New | +$287K | 0.01% | 560 |
|